Generally agree with ur investment logic.. however choice of companies could be debated.. Include Pharma.. lot of good discussions available, identify a basket and atleast 20% of ur portfolio there… same is true for finance.. identify a couple of financial sector companies and invest atleast 15% there.. since u r getting in now, dont be discouraged by high valuations, these companies are expensive for a valid reason and they may continue to do so for sometime to come.. therefore risk mitigation in these companies would be better by doing graduated entry.. waiting for valuations to come down before u invest may not be such a good idea.
Regards
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